You Won't Find Anything Else Like Checkbook

  • Nonprofit and independent
  • Takes no advertising or referral fees
  • Ratings and reviews by surveyed Consumers' Checkbook and Consumer Reports local subscribers
  • Undercover price comparisons
  • Complaint counts from local consumer agencies and attorney general offices
  • Advice to help you get the best service and value

Subscribe and see 438 Puget Sound area financial advisors


Page 1 of 463 results
BusinessDistanceRatingsMost Recent Comment

Fidelity Investments

10500 NE 8th St #100
Bellevue, WA 98004 800-344-1783

Ratings:
?
?%    
?
Payal Saraf and team have been very helpful so far with their financial advice. - Feb 20, 2024

See all comments

Merrill Lynch Wealth Management

10400 NE 4th St
Bellevue, WA 98004 800-876-0503

Ratings:
?
?%    
?
I've been with them for years! - Oct 22, 2023

See all comments

Paul R Ried Financial Group

10801 Main St #201
Bellevue, WA 98004 425-646-6777

Ratings:
?
?%    
?
Good advice but too expensive ... 1.5% of your investments. Is their advice... - Nov 22, 2014

See all comments

UBS Financial Services

225 108th Ave NE #800
Bellevue, WA 98004 425-451-2300

Ratings:
?
?%    
?
Brenda Berg at UBS Financial is absolutely excellent. We've entrusted our finances... - Jul 05, 2016

See all comments

Wells Fargo Advisors

777 108th Ave NE #2500
Bellevue, WA 98004 425-462-7017

Ratings:
?
?%    
?
Agree that Mary Kay is a jewel. She has done great by us, even in the economic... - Apr 13, 2023

See all comments

Equitable Advisors

10500 NE 8th St #1600
Bellevue, WA 98004 206-728-2400

Ratings:
?
?%    
?
No raters have left a written comment.

Snider Financial Group

12505 Bel-Red Rd
Bellevue, WA 98005 425-453-7080

Ratings:
?
?%    
?
I have done quite well with them as my advisors. They give good advice whenever... - Sep 24, 2022

See all comments

Ameriprise Financial

11400 SE 8th St #445
Bellevue, WA 98004 425-709-0780

Ratings:
?
?%    
?
Team approach with primary advisor tapping into a wealth of resources and experiences... - Feb 25, 2023

See all comments

Ameriprise Financial

929 108th Ave NE #1200
Bellevue, WA 98004 425-201-0719

Ratings:
?
?%    
?
We feel confident with the direction we get from our Financial Advisor in these... - Jan 26, 2019

See all comments

Boone Wealth Advisors

777 108th Ave NE #2230
Bellevue, WA 98004 425-462-6406

Ratings:
?
?%    
?
Easy to work with, available for questions, very good returns. - May 06, 2022

See all comments

Raymond James

11747 NE 1st St #202
Bellevue, WA 98005 425-451-9502

Ratings:
?
?%    
?
Andrew and Thomas have been taking very good care of our 401(k) accounts... - Jun 24, 2022

See all comments

Juetten Personal Financial

14205 SE 36th St #100
Bellevue, WA 98006 425-373-9393

Ratings:
?
?%    
?
I trust Steve Juetten for his integrity, humor and reliability. He holds himself... - Apr 09, 2020

See all comments

Morgan Stanley Financial Advisors

500 108th Ave NE #1900
Bellevue, WA 98004 425-453-5800

Ratings:
?
?%    
?
Perhaps better at managing their own income vs my own assets. - Aug 30, 2023

See all comments

Bank of America

10400 NE 4th St
Bellevue, WA 98004 425-467-9701

Ratings:
?
?%    
?
No raters have left a written comment.

D A Davidson

10400 NE 4th St #400
Bellevue, WA 98004 425-467-2200

Ratings:
?
?%    
?
Mike Bell and Ali Fialho have been our greatest asset in our transition to... - Oct 29, 2020

See all comments

Pathstone

225 108th Ave NE #400
Bellevue, WA 98004 425-646-7600

Ratings:
?
?%    
?
No raters have left a written comment.

Vestory

2821 Northup Way #150
Bellevue, WA 98004 800-386-3004

Ratings:
?
?%    
?
Claiming that they are fiduciaries and basing fees under Asset Under Management... - Sep 21, 2021

See all comments

Ameriprise Financial

10655 NE 4th St #503
Bellevue, WA 98004 425-460-9025

Ratings:
?
?%    
?
Can't say enough good about our advisor; she has handled our financial affairs... - Jul 23, 2015

See all comments

Ameriprise Financial

4055 Lake Washington Blvd NE #200
Kirkland, WA 98033 425-869-7100

Ratings:
?
?%    
?
Absolutely the best people and the best performance - Jun 13, 2021

See all comments

Capital Planning

10900 NE 4th St #2300
Bellevue, WA 98004 425-643-1800

Ratings:
?
?%    
?
Staff very attentive to my needs and level of risk desired. - Feb 07, 2014

See all comments

Planning for what happens to your possessions and money after you die requires making many decisions. Here are some basic dos and definite don’ts that will save you hassles and money—and avoid common mistakes.

To help your heirs unravel your finances, maintain a list of your major assets and accounts and where they can find your end-of-life documents. We've gathered a list of what to include.

Unless your situation is very straightforward, have your will prepared by an experienced lawyer, and hire a financial planner or estate attorney to organize your finances.